A live archive of receipt-bound excerpts from company earnings calls. No generated thesis, no recommendation — just the recorded language, its source coordinates, and a direct path into the ticker dossier or live Terminal.来自公司财报电话会的可追溯摘录档案。没有生成式投资结论，也没有推荐——只有原始表述、来源坐标，以及进入个股档案或实时终端的直接入口。
Start free in Terminal免费开始使用终端649 verified call records份已核验电话会记录 · 7788 exact facts条精确事实 · 2026-10-26 → 2026-11-01
Browse the full archive page by page. Search on this page by ticker, period, category, or speaker; every card preview is a verbatim call excerpt.分页浏览完整档案。在本页按代码、期间、分类或发言人搜索；每张卡片预览均为电话会原文摘录。
Showing records 961–1056 of 6702.显示第 961–1056 条，共 6702 条。
“Operating loss was $82.2 million compared to operating income of $249.2 million in the prior year period, and operating margin was negative 15.2%.”
“This year, we sold 400,000 lbs at a weighted average realized price of $93.13 per pound, which we believe is the highest among publicly traded uranium producers, generating revenue of $37.3 million and gross profit of $16.9 million.”
“In managing margins more dynamically, we lowered GPUs by less than the full year $200 per retail unit outlook we provided previously as we balance demand, margins, and efficiency gains in our reconditioning processes to support sales.”
“We also brought 61 opportunities, including more than 30,000 advisors live on our iX Suite this quarter, contributing to our margin expansion we delivered in Q3 and the impact to our revenue growth in our traditional business.”
“Josh, relative to the normalized yield growth of 2.7% expected for this year, could you speak to puts and takes to consider as we look ahead to 2027, including if you see any constraints to bookings apart from the first quarter dynamics that you cited, and tailwinds to consider from your destination portfolio and modernization initiatives?”
“For the second quarter, we expect total sales growth, excluding Legacy Commercial Programs, of 14%-16%, and adjusted EBITDA margin, also excluding LCP, of 13.0%-13.4%.”
“We expect Touchless Merchandising to generate a little revenue in the current quarter that's coming up and become a very significant and meaningful contributor in 2027 and beyond.”
“To provide context on the outlook and given the magnitude of the severe weather impacts this past year, I also want to compare to the midpoint of our fiscal 2027 guidance to the midpoint of our original fiscal 2026 outlook issued in September of 2025.”
“On our full-year 2025 earnings call, I outlined Kandi's dual engine strategy, strengthening our core North American off-road electric vehicle businesses while cultivating new growth drivers in energy and intelligent equipment.”
“We believe that we have those three segments that I discussed, the F3 diabetics or high cardiometabolic risk, the F3 non-diabetics, and the F2 diabetics as segments where that profile is an 18% fibrosis effect, this would be a differentiated product for those patients.”
“Our 3 high-margin growth segments, NRS, Fintech, and net2phone, each increased their respective quarterly and full-year contributions, while our traditional communications segment generated more Adjusted EBITDA in fiscal year 2026 than it did in fiscal year 2025 or fiscal year 2024.”
“No signs of tolerance were seen after subchronic dosing and more than 60-fold safety margin was demonstrated based on respiratory depression as sedation biomarker.”
“We expect to announce first quarterly gas sales and revenue in our 1Q fiscal 2027 earnings in November.”
“Hyve delivered a strong quarter with non-GAAP gross billings of $7 billion, up 117% year-over-year, exceeding our expectations as we saw continued increased demand from existing customers and programs.”
“The adjusted EBITDA range represents growth compared to fiscal 2026 on a comparable basis, reflecting the full-year impact of the sale leaseback transactions in both periods.”
“We delivered revenue growth of 14% year-over-year, with QPU-related services revenue increasing 34%, reflecting growing customer demand for our systems and expertise.”
“Through disciplined execution, we delivered strong revenue, EBITDA, and EPS growth in the quarter and continued to improve profitability and advance toward our EBITDA margin target of greater than 20%.”
“We expect this calendar shift to create an approximately 1% headwind to second quarter sales with an offsetting benefit in the third quarter.”
“This increase is predominantly due to a growth in the pipeline of new warehouses as we target a run rate of 30 net new openings a year and the continuation of outside spend on our supply chain, which will set us up to efficiently support future warehouse and e-commerce sales growth.”
“Following the strong first-half performance, we are raising our full-year QNX revenue outlook for the second consecutive quarter by $17 million at the midpoint to $315 million-$325 million, and adjusted EBITDA by $20 million at the midpoint to between $95 million and $105 million.”
“As the new firms come online, we expect the additional customer assets and trading activity to support growth across stock loan, securities lending, and interest income.”
“Gross profit increased by nearly 11% in the quarter, while gross margin was 26.4% versus 27.1% a year ago, primarily reflecting lower volumes and less favorable mix in Building Performance Solutions, where cooling and construction faced a particularly difficult prior year comparison.”
“We expect full-year gross margin to remain between 43%-44%, and we expect to generate stronger positive free cash flow for FY 2027 compared to last year.”
“Overall expense growth was up 1%, so when you are growing your top-line 6% and you are only growing your expenses 1%, you can see how it is easy to get double-digit earnings growth and the strong margin expansion that we delivered in the quarter.”
“For fiscal year 2026, revenue increased 58% to $13.3 million, compared with $8.4 million in fiscal year 2025.”
“We had the same challenge on our cat Tastefuls business a few years ago, and it took us about 18-24 months to improve it, and that business is back to growth now.”
“We are raising fiscal 2027 revenue guidance from a range of $12.10 billion-$12.25 billion, to a range of $12.15 billion- $12.27 billion, a total growth rate of 7.9% to 8.9%.”
“As we think about the cadence in terms of EBITDA growth year-over-year for 2027 versus 2026, I would just keep in mind that the first half of 2026 was particularly challenged in relation to 2025, and the second half of 2026 was much closer to 2025.”
“For the full year, with the lower than expected sales and orders in the first quarter, we reduced our expected net sales range to $3.88 billion-$4.03 billion, reflecting 3% growth year-over-year at the midpoint.”
“Our housing revenues for the quarter, which were at the midpoint of our guidance range, declined 20% from $1.6 billion for the prior period, primarily reflecting a 19% decrease in the number of homes delivered and slightly lower overall average selling price.”
“We closed out our fiscal year 2026 with fourth quarter revenues of CNY 127.7 million, representing a robust year-over-year increase of 94.1%, and bringing out our full-year revenue to CNY 596.8 million.”
“As a reminder, in Q1, we expect LIFO to reduce EBIT by approximately $40 million, impact our gross margin rate negatively by approximately 80 basis points, and our EPS by approximately $1.85 a share.”
“As previously guided, we expect these efforts to show up in the current quarter ending September 30th, and specifically for our staking revenue to more than cover our ongoing cash expenses on a go-forward basis.”
“As we look ahead to the fourth quarter, we expect to generate new orders of approximately 19,500-20,500, and to deliver 22,000-23,000 homes with a gross margin between 15.5% and 16%.”
“Our expectation, based on the safety profile of lacutamab, which is pretty benign, we expect that you will see some off-label usage in the first-line setting.”
“During the quarter, revenue on our international OTA platform increased over 50% year-over-year, supported by higher transaction value and a favorable mix despite elevated fuel prices and airfares weighing on travel demand.”
“With the tremendous progress made in the past 12 months and the strong business momentum in Q4 of fiscal year 2026, we are clearly on track to achieve our medium-term targets of group net sales of EUR 4 billion and an adjusted EBITDA margin of 7%-9%.”
“For the full year, operating cash flow was $23.6 million, compared to $33.1 million in fiscal 2025, with the decline primarily reflecting working capital.”
“Brendan Moran as VP of Engineering, whose distinguished career at Lumileds included leading product strategy and development for mobile photonics components that generated $300 million in annual revenue, eight consecutive design-ins for a high-profile mobile customer, and shipping of billions of photonics chips.”
“The underlying Q2 gross margin performance excluding tariff refunds improved more than 40 basis points versus last year, driven by product margin improvement and freight efficiencies, partially offset by margin pressure as we strategically cleared through non-go-forward Project Restoration product.”
“We expect initial QS7001 and QVault TPM revenue late in the second half of 2026, with more meaningful contributions beginning in 2027 as customers complete integration, qualification, and product planning.”
“Revenue of CAD 38.2 million was up 21% sequentially, but with cost controls and operating leverage, adjusted EBITDA grew almost twice as fast, up 38% sequentially to CAD 4.4 million, representing a record 12% adjusted EBITDA margin.”
“We expect adjusted EBITDA of $575 million-$625 million, representing 86% growth at the midpoint and implying an adjusted EBITDA margin of approximately 24%, up from 22.7% in fiscal 2026.”
“Gross billings for the second quarter reached $39.3 million, once again exceeding the high end of our guidance announced in June 2026 and representing a growth of 38.1% year-over-year.”
“Our fourth fiscal quarter results were strong across the board, with revenues up 18.5%, adjusted gross profit up 10.6%, adjusted net income up 34.5%, adjusted EBITDA up 31.6%, and adjusted EBITDA margin expanding 240 basis points, all measured against the comparable prior year period.”
“Adjusted EBITDA declined by approximately $31 million on a year-over-year basis during the quarter, driven by a decline in same-store sales and a number of non-normalized items, without which adjusted EBITDA would have declined by approximately $16 million, including, one, a $10 million non-cash deferral adjustment last year that did not exist in Q2 of this year.”
“While we are continuing to invest in our growth strategy in fiscal year 2027, you will see Kestra drive increasing levels of operating leverage each year going forward.”
“Consistent with trends throughout fiscal 2026, the vast majority of the year's gross margin and adjusted EBITDA pressure remain concentrated within International, where inflation, productivity shortfalls, and unfavorable mix continued to weigh on profitability.”
“I want to be very clear up front here, these are not forecasts or guidance, they are illustrative scenarios, just showing how changes in digital asset prices could translate through AUM revenue and then as a result, ultimately profitability using assumptions shown on the slide.”
“Despite a lower sales outlook, we are maintaining our full-year guidance for adjusted FIFO operating profit of $5 billion to $5.2 billion and adjusted net earnings per diluted share of $5.10 to $5.30.”
“Based on our current business momentum, we expect gross billings from services of cloud and AI infrastructure to exceed RMB 2 billion in 2026, representing year-over-year growth of over 100%.”
“With respect to our outlook for the third quarter of fiscal 2026, I want to remind everyone that formulating our guidance involves some inherent uncertainty and complexity in estimating sales, product margin, and earnings growth given a variety of internal and external factors that impact our performance.”
“System services revenue reached RMB 881.9 million, up 22.8% year-over-year, reflecting continued improvements to our full consumer service cycle engine, which strengthened our ability to deliver more effective marketing, analytics, and customer-related services to our insurance carrier partners, along with expanded system services to both existing and new carrier partners.”
“Using disciplined assumptions with respect to channel mix, market penetration, and measured investments, we see opportunity to grow OVO to $100 million+ revenue business by fiscal 2030 and see adjusted EBITDA margins in the low double-digit percentage range.”
“Thanks to the profit-sharing element, for every $1,000 per day increase in spot rate, we have $0.11 positive impact on the annual earnings per share based on the number of vessels that currently the company has exposure to spot rates, which is 23 vessels.”
“For the second half of fiscal 2026, we expect comparable store sales in the range of down 1% to up 1%, inclusive of fiscal August.”
“Normalized adjusted EBITDA margin of 13.4% also exceeded the high end of our guidance for adjusted EBITDA margin, and we generated $72.3 million of cash in the quarter, inclusive of a free cash flow and a $42 million distribution from our Aspen joint ventures, excluding tariff refunds of $69.2 million.”
“This model reduces fashion risk and inventory risk while enabling us to deliver more of what customers want, resulting in approximately 80% full price selling and supporting strong gross margins and cash generation.”
“To the question about impact on FY 2027 revenue, neither of these sites will have any impact into our previously stated FY 2027 revenue or earnings guidance.”
“We grew net sales, expanded adjusted EBITDA nearly 80%, a margin improvement of more than 500 basis points year-over-year, and completed the transformational combination with Chaparral and Robalo.”
“The remaining operating expense increase of $9.4 million reflects a full year of G5 Infrared operating cost, the addition of AML operating cost, higher sales and marketing spend, information technology investments to meet heightened customer security standards, an increased personnel cost associated with filling executive roles, and accruing for incentive compensation plans.”
“Our comparable sales performance reflects the demand trends that Shawn and Mary discussed with strength among our premium customers, particularly for larger Sactionals configurations and newer innovations, partially offsetting the continued pressure below the $6,000 price point.”
“By securing record revenues of $87.1 million for Q2, expanding our fleet toward a 25 vessel target while remaining debt-free, we have driven net income for the first six months to a remarkable $62.8 million, already surpassing our total profitability for the entirety of 2025, backed by solid balance sheet with cash to date in the order of approximately $260 million and a fleet value anticipated to increase with our upcoming vessel additions.”
“Moving to non-GAAP measures, Adjusted EBITDA decreased slightly to $20.2 million, or 12.3% of revenue, from $20.5 million, or 13.9% of revenue for the same period last year, and driven primarily by the expenses related to new client wins, the temporary impact of work transferring from nearshore to offshore, as well as the impact of higher fuel prices.”
“At the end of fiscal 2026, we had 7.5 million customers, over 800,000 Passport members, and 77% of our revenue came from existing customers.”
“We expect to generate revenue from those programs in 2027 and for years beyond that coming from existing orders.”
“Removing the impact of both the recent acquisitions as well as a positive impact from changes in FX rates, we would estimate that our growth in services revenue from new and existing customers, that is our organic growth, would have been just north of 9% this quarter when compared to the same quarter last year, which is similar to Q1 of this year.”
“For the full year, we are now anticipating total company sales to come in flat to up 1% versus last year, which is above our previous guidance range.”
“We do expect to see consistent sequential sales volumes in the second quarter, with some growth over the prior year period, and to continue to outpace bedding industry revenue trends in what we anticipate to remain a pressured demand environment for home furnishings.”
“For the full year, international purchased vehicle revenue increased $2.8 million or 1%, and purchased vehicle gross profit increased $2.3 million or 4.5%.”
“Revenue increased 8% to $1.15 billion, gross margin expanded 80 basis points to 13.3%, and adjusted EBITDA increased 14% to $41.5 million.”
“Today, I will start by summarizing Adobe's performance in Q3 FY 2026, highlighting growth drivers across our customer groups, and I'll finish with our financial targets.”
“Cost of revenues for the second quarter of 2026 were RMB 27.8 million, representing a year-over-year increase of 157.2% from RMB 10.8 million in the second quarter of 2025, which was mainly due to the continued growth of Yiqi Aixue and the related service delivery costs.”
“Adjusted EBITDA of $38.1 million was down 15% year-over-year and reflected an adjusted EBITDA margin of 41%, down eight percentage points year-over-year, primarily reflecting lower cash management revenue due to a lower cash management fee rate given the previously noted APY to APR conversion and higher client incentives, as well as continued investments, including into the measured rollout of Wealthfront Home Lending.”
“As a result of this, we are raising our fiscal 2027 guidance for revenue, adjusted EBITDA, and CapEx.”
“We are confident in our strategy and our ability to achieve our fiscal 2029 targets of at least $2.1 billion of ARR, at least $800 million of AI-driven ARR, at least 22% adjusted operating margin, and at least $400 million of free cash flow.”
“We expect approximately 40%-50% of backlog to convert to revenue in the third quarter.”
“For the third quarter, we expect net revenue to decline approximately 5% year-over-year, a meaningful sequential improvement versus the first half, as we believe the worst of the acquisition-driven revenue pressure is behind us.”
“Gross profit margin for the third quarter and first nine months of fiscal 2026 was positively impacted by higher volumes and the resulting positive impact of our strong operating leverage.”
“The Nanox Health IT that we acquired at the end of 2025 has proven to be a valuable addition to Nanox and continue to contribute meaningful revenue in the first half of the year, supported by an expanding customer base and more than 20 new projects going live.”
“For Q3, we expect revenue of $253 million- $255 million, representing 30% growth at the midpoint, and non-GAAP operating income of $35.5 million-$36.5 million, representing 14% margin.”
“The quarter benefited from higher total agribusiness operating income, driven by stronger-than-expected avocado volume and progress toward our targeted $10 million in annual selling, general, and administrative expense savings.”
“We expect same-store sales growth of 2.5%-3% for the full year, including 3%-4% in the third quarter.”
“Our full year guidance more than doubles revenue in 2026 year-over-year, while holding operating expenses approximately flat in absolute dollars.”
“Looking ahead, we expect MiSight growth to be in the low teens in Q4 against a difficult prior year comparison, resulting in roughly 20% growth for this full-year and setting the stage for a promising 2027, supported by continued momentum in existing markets and the upcoming launch of MyDay MiSight Toric.”
“I don't see that as any kind of a risk or slowdown with that federal side of it, and we're really positive on the fact that the 50,000+ municipalities still continue to try to get the value of water to align more with what the needs are and continue to believe that'll be a good backdrop to support our municipal and market demand over the next several years.”
“That said, reflecting the strength of our underlying performance year to date, including the continued scaling of AI initiatives, we are raising the low end of full year fiscal 2026 adjusted EBITDA margin guidance by 10 basis points and narrowing the range to 6.7%-6.8%, from 6.6%-6.8%.”
“So given the gap between your revenue guide and CRP bookings that we've seen for the last two quarters, I've just been considering whether there's something else that we should be mindful of, given the CRP bookings are growing at 16%, but you're guiding to revenue growth of only 12% for this year and for next year.”
“Prepared Food and Dispensed Beverage led the way, as same-store sales were up 4.8%, or 10.7% on a two-year stack basis, with a gross profit margin of 59.3%.”
“For the full year 2026, we expect consolidated sales up low to mid single digits compared to last year.”
“With total backlog of approximately $2.8 billion and revenue visibility to the midpoint of our full year guidance at 86%, we believe the business is well-positioned for the balance of the year.”
“The increase was driven by 510 basis points from tariff refunds and were partially offset by a negative 70 basis points impact from merch margin as we reinvested tariff refund proceeds into improved pricing for our customers.”
“Yes, the merch margin performance in Q2 and some of the markdowns in American Eagle that we guided to back in May, alongside our $45 million-$50 million guidance, those did come through in line with expectations, and then resulting in us hitting that high end of our op income guide.”
“Through consistent execution of our value creation strategy, we delivered fourth quarter adjusted EBITDA of $172 million, which contributed to full-year adjusted EBITDA growth of 27%, and free cash flow of $80 million in the fourth quarter and $323 million for the full year.”
“We expect this change in composition and the timing difference of revenue recognition between core and upsell to mean between a $2 million and $3 million subscription revenue headwind over the remainder of the fiscal year.”
“We grew 20% in our GLA and we expect to add Distrito Diagonal in La Plata, another important city, very highly populated with no shopping malls at scale.”
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This is a transcript-only, historically incomplete publication. Releases, filings, slides, consensus and price reaction are visibly marked as not joined; lower-evidence packets remain held instead of being inferred.这是仅基于电话会文本且历史覆盖尚不完整的发布。新闻稿、披露文件、演示材料、一致预期和股价反应均明确标注为未接入；证据不足的数据包会被暂缓，而非由推断补齐。